EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.1B
AUM Growth
+$6.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,160
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$105M
3
+$103M
4
AAPL icon
Apple
AAPL
+$98.3M
5
RBLX icon
Roblox
RBLX
+$81.5M

Top Sells

1
+$130M
2
+$126M
3
+$101M
4
ABT icon
Abbott
ABT
+$100M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$87.8M

Sector Composition

1 Technology 23%
2 Financials 14.97%
3 Healthcare 13.62%
4 Consumer Discretionary 12.49%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$23K ﹤0.01%
+2,346
2402
$23K ﹤0.01%
588
2403
$22K ﹤0.01%
233
+116
2404
$22K ﹤0.01%
783
2405
$22K ﹤0.01%
204
2406
$22K ﹤0.01%
+280
2407
$22K ﹤0.01%
3,891
+3,149
2408
$22K ﹤0.01%
314
2409
$22K ﹤0.01%
200
2410
$22K ﹤0.01%
362
-108,083
2411
$22K ﹤0.01%
1,440
+1,128
2412
$21K ﹤0.01%
273
+197
2413
$21K ﹤0.01%
115
+111
2414
$21K ﹤0.01%
212
+51
2415
$21K ﹤0.01%
200
-2,500
2416
$21K ﹤0.01%
500
+300
2417
$21K ﹤0.01%
665
+344
2418
$20K ﹤0.01%
2,262
+1,869
2419
$20K ﹤0.01%
+447
2420
$20K ﹤0.01%
285
2421
$20K ﹤0.01%
500
2422
$20K ﹤0.01%
40
+20
2423
$20K ﹤0.01%
1,300
2424
$20K ﹤0.01%
100
-602
2425
$20K ﹤0.01%
2,957
+1,691
95 96
97
98 99